See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,255 | $99,640-51.6% | $86,436-44.2% | $134,475-64.1% |
| Participation rate | 83.3% | 82.0%+1.3pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -18.79% | 6782.58%-6801.4pp | 4394.89%-4413.7pp | 417.96%-436.8pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $13,588 | $7,246+87.5% | $6,952+95.5% | $6,400+112.3% |
| Admin fee / account holder | $47 | $8,371-99.4% | $6,731-99.3% | $11,426-99.6% |